JWM
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Janiczek Wealth Management’s DT Midstream DTM Stock Holding History

Janiczek Wealth Management’s Portfolio DTM Stock Details DTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$84.9K Buy
1,190
+100
+9% +$6.56K 0.02% 312
2024
Q1 		$66.9K Buy
1,090
+33
+3% +$1.84K 0.01% 366
2023
Q4 		$58.2K Sell
1,057
-92
-8% -$5.07K 0.01% 364
2023
Q3 		$61.1K Buy
1,149
+430
+60% +$22.4K 0.02% 335
2023
Q2 		$35.7K Buy
719
+25
+4% +$1.2K 0.01% 362
2023
Q1 		$34.2K Buy
+694
New +$36K 0.01% 361

Other funds holding DTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janiczek Wealth Management's DTM Position: Q2 2024 in Review

Janiczek Wealth Management increased its DT Midstream (DTM) stake by 9.2% in Q2 2024, buying an estimated $6.56K and bringing the position to 1,190 shares worth $84.9K. The position accounts for 0.02% of the portfolio, ranked #312.

Janiczek Wealth Management first reported a position in DTM in Q1 2023 and has held it in 6 quarters since. 476 funds tracked by Wall St. Rank hold DTM as of Q2 2024.

  • Janiczek Wealth Management held 1,190 shares of DT Midstream worth $84.9K as of Q2 2024.
  • Janiczek Wealth Management bought 100 DT Midstream shares in Q2 2024, an estimated $6.56K.
  • DT Midstream made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #312 holding.
  • Janiczek Wealth Management first reported a position in DT Midstream in Q1 2023 and has held it in 6 quarters since.
  • 476 funds tracked by Wall St. Rank held DT Midstream as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.